EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.18M 0.07%
5,956
+126
252
$1.17M 0.07%
4,050
+56
253
$1.15M 0.07%
2,145
+43
254
$1.15M 0.07%
4,604
+93
255
$1.15M 0.07%
764
+16
256
$1.14M 0.07%
13,095
+277
257
$1.14M 0.07%
1,229
+52
258
$1.14M 0.07%
8,548
+37
259
$1.12M 0.07%
22,110
+517
260
$1.12M 0.07%
31,049
+874
261
$1.11M 0.07%
18,663
+255
262
$1.11M 0.06%
19,050
+375
263
$1.11M 0.06%
6,097
+119
264
$1.08M 0.06%
8,148
+172
265
$1.07M 0.06%
3,968
+86
266
$1.05M 0.06%
10,884
+229
267
$1.04M 0.06%
3,011
+85
268
$1.03M 0.06%
32,609
+409
269
$1.03M 0.06%
24,325
+109
270
$1.02M 0.06%
5,941
+130
271
$1.01M 0.06%
23,606
+498
272
$1.01M 0.06%
52,964
+213
273
$1.01M 0.06%
4,446
+104
274
$997K 0.06%
11,268
+158
275
$994K 0.06%
10,903
+830
9 10
11
12 13